Egerton Capital (UK)’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$312M Sell
2025
Q1
$285M Buy
2024
Q4
$84.1M Buy
2023
Q2
Sell
2023
Q1
$206M Sell
2022
Q4
$266M Buy
2022
Q3
$265M Buy
2022
Q2
$205M Buy
2022
Q1
$146M Buy